PFS Festival of Financial Planning 2022

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We hope you enjoyed visiting the Copia stand at the PFS Festival of Financial Planning!

To find out more about us, our Custom and Select portfolios, and our recent research into outsourcing your CIP, click on the links below

If you’d like to know more about us and our portfolio services follow the links below, get in touch at [email protected] or sign up for our regular market insights and events.

About Copia

Copia Capital is an award-winning Discretionary Fund Manager (DFM). We work exclusively with advisers, and our aim is to construct superior portfolios to meet client needs across the full risk-return spectrum.  ‘There’s a better way to do this’ is our business mantra and we pride ourselves on having a unique, market-challenging approach.

You can find out more about Copia here and meet the team here.

Our portfolio services

All our portfolios are created with one primary goal in mind – to work in partnership and allow you, the IFA, to shine. Whatever your needs, we are here to add value to your proposition, to take the risk and administrative burdens away from your business, and to ensure that you have access to the same cost advantages as leading institutional investors. 

You can find out more about our MPS Custom service and our ready-to-go MPS Select portfolios by downloading the brochures above or clicking here

Centralised Investment Propositions: An overheating engine?

We recently commissioned insight consultancy the lang cat to conduct in-depth research into how advisers are operating their CIPs.   The findings showed that

  • 97% of respondents think that CIPs are in danger of overheating and will soon reach a tipping point where they become unworkable.
  • The regulatory burdens of MIFID II have increased the pressure on CIP operation, and Consumer Duty is likely to make the situation worse.
  • Outsourcing the operation of a CIP can make a significant difference but only if done right.

Find out more and download your free copy of our research report by clicking here.

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 - 2023 Copia Capital

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